Traphagen Wealth Radio

This is a discussion of the following: 1. Overview of the new DOL rule that could affect almost all financial advisers 2. Discussion of how this new rule can affect investors and their portfolios and current adviser relationship 3. Summary of what a 'Fiduciary' means and what advisers historically worked under this standard vs. new advisers affected by this rule

This podcast features Eric Mancini, Traphagen's Director of Investment Research and Tiera Mulligan, our Investment Liaison.  This is a discussion of the following: 1. Overview of Q2 2016 in the global financial markets 2. Discussion of recently added portfolio securities (TPYP, LENDX, ANGL) 3. Discussion of major factors that affected the globe in Q2 2016 3. An update to our 2016/2017 outlook  

This podcast features Eric Mancini, Traphagen's Director of Investment Research and Tiera Mulligan, our Investment Liaison. This is a discussion of the following: 1. Characteristics of the 'alternative' or 'peer to peer' lending industry.  2. Discussion of recent news headlines surrouding the asset class and LendingClub. 3. Overview of our upcoming investment in the Stone Ridge Alternative Lending Fund (LENDX)

This podcast features Eric Mancini, Traphagen's Director of Investment Research and Tiera Mulligan, our Investment Liaison.   This is a discussion of the following points: 1. Characteristics of the high yield bond market  2. Discussion of a unique investment strategy within the space (Fallen Angel Fund) (ANGL) 3. Overview of why we like the strategy and how we will be incorporating it into client portolios

This podcast features Eric Mancini, Traphagen's Director of Investment Research and Tiera Mulligan, our Investment Liaison.  This is a discussion of the following: 1. Overview of Q1 2016 in the global financial markets 2. Discussion of how recently added investments in the portfolio are performing 3. Discussion of major factors that affected the globe in Q1 2016 4. An update to our 2016 outlook

This podcast features Eric Mancini, Traphagen's Director of Investment Research and Tiera Mulligan, our Investment Liaison.  This is a discussion of the following points: 1. Summary of the recent strong commodity,oil, and energy rally 2. Discussion of how our clients are invested in the commodity asset class 3. Overview of how the recent commodity/oil down cycle and recent rally affected the economy and financial markets 4. Detailed description of Master Limited Partnerships (MLPs) and why we like the industry at the current time

This podcast features Eric Mancini, Traphagen's Director of Investment Research and Tiera Mulligan, our Investment Liaison.  This is a discussion of the following points: 1. Overview of global central banks and their history/main objectives 2. Discussion of what central banks have done in an attempt to help markets and the economy over the past 8 years 3. Discussion of some of the risks associated with these actions 4. Overview of how Traphagen manages client portfolios with Fed policy and interest rates in mind

This podcast features Eric Mancini, Traphagen's Director of Investment Research and Tiera Mulligan, our Investment Liaison. This is a discussion of the following points: 1. Overview of what Traphagen looks for in an alternative investment 2. Discussion of what the managed futures/trend following space is and how it can help diversify and reduce risk within a portfolio.  3. Explanation of why Traphagen chose the LoCorr Market Trend Fund (LOTAX) specifically in this space.